See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,874 | $107,334-95.5% | $92,893-94.8% | $152,861-96.8% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.4%-39.6pp |
| Annual return | 59.16% | 145.58%-86.4pp | 109.41%-50.3pp | 345.32%-286.2pp |
| Employer contribution / active EE | $71 | $4,221-98.3% | $3,653-98.0% | $4,762-98.5% |
| Participant deferral / active EE | $1,989 | $4,845-58.9% | $4,236-53.1% | $5,850-66.0% |
| Admin fee / account holder | $45 | $7,079-99.4% | $5,794-99.2% | $11,596-99.6% |